Wealth Advisor

Salary Not Available Position range in Sioux City, IA-NE-SD Metropolitan Statistical Area $52k - $133k Per Year Wealth Advisor Northwest Bank

Occupation:

Personal Financial Advisors

Location:

Sioux City, IA - 51106 Positions available: 1 Job #:

WEALT001894

Source:

Northwest Bank

Posted:

11/21/2025

Web Site:

www.nw.bank

Job Type:

Full Time Job Requirements and Properties Help for Job Requirements and Properties. Opens a new window. Work Onsite Full Time Schedule Full Time Job Description Help for Job Description. Opens a new window. Essential Functions & Responsibilities Include, but are not limited to: 1. Acquires new clients and assets consistent with corporate goals and objectives. 2. Provides education on investment concepts and available products. 3. Analyzes and develops financial planning and investment needs of clients and prospects. Consults and recommends financial strategies and products. 4. Develops and cultivates an internal and external referral network. 5. Maintains a strong knowledge of financial markets, investment strategies and investment products. 6. Identifies and facilitates cross selling opportunities. 7. Serves as a backup for other position(s) and performs other duties, as assigned.

• 8. Enhances career through work experience and continuing education.
• 9. Maintains compliance with federal, state and local laws and regulations.
• 10. Participates and responds to examinations, audits and third party reviews.
• 11. Complies with the Information Security Program and is accountable for maintaining a high level of risk and security awareness.
• 12. Establishes a good image for the Bank by being active and visible in the community.
• 13. Attends meetings as assigned.
• 14. Develops a working knowledge of the Bank's products and services through usage and webex attendance to provide quality customer service while building relationships and exceeding expectations.
• Supervisory Responsibilities Responsible for the overall direction, coordination, evaluation and development of reporting staff.

Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance, rewarding and disciplining employees; addressing complaints and resolving problems. Additional Information Help for Additional Information. Opens a new window. Qualifications To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education & Experience Bachelor's degree (B. A.) required; three to five years related experience and/or training required; or equivalent combination of education and experience. Language Above average verbal and written communication skills. Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Math Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Reasoning Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret a variety of instructions in written, mathematical or diagram form and deal with several abstract and concrete variables. Certificates, Licenses, Registrations Appropriate securities licenses required, Series 65 or Series 66. Mu Visit the Employer site for more details